Oracle Fusion Project Portfolio Management
Shipped OTBI & BI Publisher Reports

Oracle Fusion Project Portfolio Management (PPM) provides a comprehensive set of pre-built operational and analytical reports that help organizations monitor project performance, financial health, resource utilization, and compliance. These reports are delivered as part of the Oracle Fusion ERP Cloud and are available through two primary reporting technologies: Oracle Transactional Business Intelligence (OTBI) and Oracle BI Publisher (BIP). The shipped reports cover a wide spectrum of project management needs from budget vs. actuals and cost variances to billing, revenue recognition, and resource demand.

Understanding which reports are available out-of-the-box saves implementation time and reduces the need for custom development. This page provides a structured overview of the most important shipped OTBI and BI Publisher reports in Oracle Fusion PPM, highlighting their purpose, key subject areas, and typical usage scenarios.

1. Overview of OTBI and BI Publisher in PPM

Oracle Transactional Business Intelligence (OTBI) is a real-time, self-service reporting and analytics tool that operates directly on Fusion transactional data. OTBI reports are built using subject areas logical metadata models that represent business entities such as projects, tasks, budgets, actual costs, and resources. PPM ships dozens of OTBI subject areas, each containing pre-defined measures, dimensions, and hierarchies. Users can create ad-hoc analyses, dashboards, and pivot tables without writing SQL.

Oracle BI Publisher (BIP) is a document generation and report layout engine designed for highly formatted, pixel-perfect outputs such as invoices, statements, checks, and regulatory filings. Fusion PPM ships a large number of pre-seeded BIP report definitions (data models, layouts, and templates) that cover common project-related documents. These reports can be run with parameters and delivered in PDF, Excel, HTML, or CSV format.

Together, OTBI and BI Publisher provide a complete reporting ecosystem: OTBI for interactive analysis and dashboards, and BI Publisher for operational documents and batch production. Many shipped reports come with both an OTBI analysis view and a corresponding BI Publisher layout, allowing users to choose the most appropriate format for their workflow.

2. Key OTBI Subject Areas for Project Portfolio Management

OTBI subject areas are the building blocks for all ad-hoc and shipped analyses. Below are the primary PPM-related subject areas delivered with Oracle Fusion PPM:

Each subject area contains dozens of dimension columns (project, task, organization, time, accounting period, etc.) and pre-calculated measures. Many shipped OTBI reports use the Project Costs and Project Revenue subject areas as their primary data sources.

3. Shipped OTBI Reports (Pre-seeded Analyses)

Oracle Fusion PPM includes a library of pre-built OTBI analyses that can be accessed directly from the Reports and Analytics pane under the Project Management work area. These reports are ready to run without any customization. The following table lists the most widely used shipped OTBI reports:

These OTBI analyses are typically delivered as .xdo files in the Fusion catalog under /Shared Folders/Project Management/. Users can customize them using the Edit option in the OTBI business intelligence composer or use them as starting points for more advanced analytics.

4. Shipped BI Publisher Reports for PPM

BI Publisher reports in Fusion PPM are used for document-oriented outputs that require precise formatting, such as project invoices, cost reports, budget letters, and regulatory forms. The shipped reports include pre-built data models (based on OTBI subject areas or direct database views) and RTF/Excel templates.

Below are the key shipped BI Publisher reports for Project Portfolio Management:

Most of these shipped BI Publisher reports can be run from the Reports and Analytics pane by selecting the BI Publisher tab. They support scheduling, bursting, and delivery via email, printer, or file server. The underlying data models often include parameters such as Project Number, Period Name, Organization, and Currency.

5. Commonly Used Shipped Report Combinations

In practice, project controllers, program managers, and finance teams frequently use the following shipped report combinations to close the project control cycle:

• Budget Control Cycle: Run Project Budget vs. Actual (OTBI) weekly, and produce the Project Budget Letter (BIP) at each budget revision.
• Billing and Revenue Cycle: Use Project Revenue Summary (OTBI) to monitor unbilled revenue, then generate Project Invoice (BIP) for customer billing, and finally run Project Revenue Recognition (BIP) at period close.
• Resource Management: Review Project Resource Utilization (OTBI) to identify under- or over-allocated resources, and export Project Resource Timesheet (BIP) for payroll integration.
• Portfolio Governance: The Project Portfolio Summary (OTBI) provides a portfolio-wide view, while Project Performance Report (BIP) delivers a formatted pack for steering committee meetings.
• Project Close-out: Run Project Cost Detail (OTBI) to verify all costs are captured, then produce the Project Close-out Report (BIP) for final archiving.

6. Technical Notes and Catalog Location

All shipped OTBI and BI Publisher reports are deployed to the Oracle Fusion BI Catalog during provisioning. The standard folder path is:

/Shared Folders/Project Management/

Subfolders typically organize reports by functional area: Costs, Revenue, Budgets, Resources, Invoicing, and Compliance. Each report folder contains the .xdo (OTBI analysis) or .xdo (BIP report definition) files along with referenced template files (.rtf, .xls). Users with the BI Administrator job role can view, copy, and modify these artifacts. It is recommended to keep shipped reports unchanged and create custom copies in a separate folder to preserve upgrade compatibility.

For BI Publisher reports, the data model is often based on the Project Transaction or Project Balance logical views, which expose real-time transactional data. The OTBI analyses, on the other hand, use the subject areas mentioned in Section 2 and provide interactive filtering, drilling, and charting.

7. Extending and Customizing Shipped Reports

Although the shipped reports cover a broad range of requirements, many organizations need to tailor them to their specific chart of accounts, project structures, or branding guidelines. The recommended approach is:

1. Clone the shipped report in the BI Catalog using the Save As or Copy function.
2. Modify the data model (for BIP) to add additional filters or joins, or customize the OTBI analysis by adding new columns, measures, or prompts.
3. Adjust the layout in the RTF template (BIP) or the analysis view (OTBI) to match corporate branding, logos, and column ordering.
4. Test the report with representative data and validate against the shipped version to ensure accuracy.
5. Publish the customized report to a dedicated Custom Reports folder and assign appropriate job roles for access.

Oracle Fusion PPM also supports BI Publisher report bursting, where a single report definition can be split and distributed to multiple recipients (e.g., each project manager receives only their own project data). The shipped reports include sample bursting definitions that can be adapted.

8. Best Practices for Using Shipped Reports

To get the most value from the shipped OTBI and BI Publisher reports, consider the following practices:

• Start with shipped reports before building custom ones. Many common requirements cost summaries, revenue recognition, budget tracking are already covered.
• Use OTBI for interactive analysis and BI Publisher for formal documents. Avoid using BI Publisher for ad-hoc exploration; OTBI is much more flexible for slicing and dicing.
• Schedule recurring reports via the BI Publisher job scheduler. For example, run Project Cost Report every Monday morning and email it to project managers.
• Leverage parameters to reduce report clutter. Most shipped reports support project number, period, and organization parameters. Train users to set filters before running.
• Monitor performance by reviewing the OTBI query log and BI Publisher job history. Use summary subject areas instead of detail subject areas when aggregate data is sufficient.
• Stay current with updates Oracle regularly ships new OTBI subject areas and BIP reports in quarterly updates. Review the Oracle Fusion PPM Release Notes for each update cycle.

9. Conclusion

Oracle Fusion Project Portfolio Management provides a robust set of shipped OTBI and BI Publisher reports that address the most common project financial and operational reporting needs. From real-time cost analysis in OTBI to formatted invoices and budget letters in BI Publisher, these pre-built reports enable organizations to quickly adopt best practices without heavy customization. By understanding the available subject areas, pre-seeded analyses, and report templates, project-driven enterprises can accelerate their reporting maturity and improve decision-making across the project lifecycle.

Whether you are a program manager tracking milestone progress, a project controller monitoring cost variances, or a finance analyst managing revenue recognition, the shipped PPM reports offer a solid foundation that can be tailored to fit your unique business context. Always refer to the Oracle Fusion Cloud Help Center and the Reports and Analytics pane in your environment to discover the full and current list of shipped reports available for your release version.

Oracle Fusion Project Portfolio Management Shipped OTBI & BI Publisher Reports Overview